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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,315 | $106,864-57.6% | $147,318-69.2% | $82,637-45.2% |
| Participation rate | 48.0% | 75.5%-27.5pp | 82.1%-34.1pp | 68.1%-20.1pp |
| Annual return | 16.62% | 27.49%-10.9pp | 70.43%-53.8pp | 53.51%-36.9pp |
| Employer contribution / active EE | $2,123 | $3,417-37.9% | $4,593-53.8% | $2,552-16.8% |
| Participant deferral / active EE | $3,438 | $6,496-47.1% | $7,906-56.5% | $4,126-16.7% |
| Admin fee / account holder | $11,281 | $8,415+34.1% | $13,708-17.7% | $7,339+53.7% |